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  1. Forma Admins
  2. Year End & Post-Termination Guidance
  3. Year End

Year End

  • What happens with the forfeiture balance in our plan?
  • How does Forma manage an FSA grace period?
  • How does Forma manage an FSA run-out period?
  • When are employees’ FSA/LPFSA funds carried over to the next plan year?
  • Does Forma verify that rollover contributions do not exceed the IRS maximum?
  • Setting up commuter balance notifications
Forma Admins
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